AutoCount Cloud Accounting
A5.26 : Error saving invoice: Please enter an Account Number
Question: Why can’t I save Invoice? There is a message prompted “Please enter an account number”. Possible Reason: Acc No. is not selected /empty in Invoice. Solution: You will need to assign Acc No. for posting. You may pull out Acc No. column at ...
A5.25 : Valid document date is between 01/01/2021 and 31/12/2021 when create document for Year 2022
Question: When I try to create document dated 01/01/2022, system prompted message “Valid document date is between 01/01/2021 and 31/12/2021". Why? Possible Reason: You haven’t created fiscal year for 2022. Solution: 1) Click on Account Book icon > ...
A5.24 : Duplicate Document Number Error when save transaction
Question: Why can’t I save new payment voucher? There is a message prompted “Duplicate document number: “PV-000017” (if document number is auto generated, please check Numbering format’s Next Number.)” Possible Reason: This indicates that the ...
A5.23 : How to check Created User for Invoice
Question: How to check the Created User for Sales Invoice? Answer: In Invoice listing, click on Column Chooser and scroll down to find 'Created User' column. Click and drag out Created User field. You should be able to see the Created User now. Note: ...
A5.22 : How to reset opening balance to zero
Question: I have keyed in Opening Balance wrongly. Is there any function to reset it all to zero? Answer: Yes. 1) In the Opening Balance Maintenance, click on the menu icon and select Reset Opening Balance. 2) Click on Yes to confirm reset all ...
A5.21 : How to key in opening balance for foreign bank balance
Question: How to key in opening balance for foreign bank balance? Example balance for USD Bank Acc 1000 which converted to MYR is 4100 USD 1000 = MYR 4100 Answer: 1) Click on Account Book. 2) Click on Opening Balance. 3) Find the foreign bank Acc ...
A5.20 : Unable to select Control Account when create Customer / Supplier
Question: Why can’t I select Control Account when create Customer / Supplier? Possible Reason: You do not have control account in Chart of Account for Debtor / Creditor. Solution: 1) Go to Master Data (1) > Chart of Account (2) > click on '+New ' > ...
A5.19 : How to change sales location in Invoice
Question: How can I change sales location for Invoice? Answer: 1) In Invoice, click on Document Info and a window will appear for you. 2) You may select the location under Sales Location, then click on Close to continue your transactions. --Source ...
A5.18 : How to key in deposit received from Customer before item is delivered/Invoice is issued
Question: I receive deposit from customer before item is delivered/Invoice is issued, how do I key in the transaction? Answer: Cloud Accounting does not have Deposit document. Below are the steps of using Receipt Voucher to record deposit. Example: ...
A5.17 : How to perform Contra / Offset customer and supplier outstanding
Question: How do I perform contra / offset my customer and supplier outstanding? Answer: 1) Firstly, create Journal Entry by going to Accounting > Journal Entry. In Journal Entry Credit Customer and Debit Supplier and save Journal Entry. 2) For the ...
A5.16 : Everything about transaction's Discount
In Cloud Accounting, there are various ways to key discount during transactions. Currently the system support percentage-based (%) and value discount. *Discount function available at Sales and Purchase transaction only. Percentage-Based Discount You ...
A5.15 : How can I key in / select Expenses Account In Purchase Invoice
Question: Where do I key in / select Expenses Account when I create Purchase Invoice? (E.g Rental Account) Answer: You may pull out Acc No. column at Purchase Invoice to key in / select your Expenses Account. To pull out the column of Acc No., you ...
A5.14 : Unable to find/key in Product Code in Invoice / Purchase Invoice
Question: Why I unable to find/key in Product Code when I want to create Invoice? Product Code is missing from the column chooser too. Possible Reason: You have chosen “Allow enter accounting data only in Sales documents” in the Settings. Solution: ...
A5.13 : Tax Rounding Algorithm (Adaptive Rounding Algorithm)
There is a special algorithm on how we handle tax rounding algorithm in our system. Example: Line Qty Unit Price Tax Tax (Before Round) Tax (After Round) 1 1 13.11 6% 0.7866 0.79 2 1 13.11 6% 0.7866 0.79 3 1 13.11 6% 0.7866 0.79 4 1 0.00 6% 0.0000 ...
A5.12 : Delete Account Error - Unable to delete the record it has been referenced by PostingGroup
Question: When I try to delete the account number 500-0000 SALES account in Chart of Account, there is an error prompted ‘Unable to delete the record it has been referenced by PostingGroup.’? Possible Reason: It is due to this account number has been ...
A5.11 : New button function not available at Account Type
Question: Why I unable to see ‘New’ button at Account Type? Answer: Your subscribed plan does not include Customize Financial Report Layout function. Create new account type function is under Customize Financial Report Layout which is available only ...
A5.10 : How to invite new user to access account book
Question: How to invite new user to access my account book? Answer: 1) Go to Account Book setting > User. 2) Click on +New button. 3) At User Details tab, key in the User ID, Name, select the user roles, and add in the signature if have. 4) At ...
A5.9 : Able to create Invoice but unable to print
Question: I can create Invoice but unable to print the Invoice. Why? Answer: You have subscribed to Accountant Plan. Accountant Plan allow to create Sales Document, only for Invoice and Credit Note, and Purchase Document, only for Purchase Invoice, ...
A5.8 : Notification The cost calculation is not fully completed. Please run the report at later time if you want to see more accurate cost.
Question: When I inquiry Stock Card report, there was a notification “The cost calculation is not fully completed. Please run the report at later time if you want to see more accurate cost.”. What does this notification mean and what should I do? ...
A5.7 : Delete User Error - Unable to delete the record because it has been referenced by IV
Question: When I try to delete a User ID, there is an error prompted ‘Unable to delete the record because it has been referenced by IV.’? Possible Reason: It is due to the User ID has been used to create transactions in Invoice thus unable to delete. ...
A5.6 : Invitation email Open Account Book error – Failed to add company
Question: When I received the invitation email to access account book and click on Open Account Book, error prompted “Failed to add company. Error detail: Unknow error occurred. Please try again or reload the page. Why? Possible Reason: You were ...
A5.5 : How can I send document through Email or WhatsApp?
Cloud Accounting has a function allowing you to send documents through Email or WhatsApp. With this function, you can directly send documents such as Invoices, Purchase Orders etc to the intended receiver within a few clicks. *This function is ...
A5.4 : How can I change the display language of Cloud Accounting?
To change language, login into your Cloud Accounting and click on the drop down at the top right > User Profile. After that, you will see a language selection. Choose between English, Chinese or Malay. Sample of Chinese Language: Sample of Malay ...
A5.3 : Login error – Authentication callback error. Error: exp is in the past:161213478
Question: When I try to login AutoCount Cloud Accounting, error prompted “Authentication callback error. Error: exp is in the past:161213478”. Why? Another kind of error “Authentication callback error. Error: iat is in the future: 1623313114”. ...
A5.2 : What is the differences between Periodic Inventory System & Perpetual Inventory System
AutoCount Cloud Accounting currently support 2 types of inventory system: - Periodic Inventory System - Perpetual Inventory System Please refer to the table blow on the differences: Comparison Periodic Inventory System Perpetual Inventory System ...
A5.1 : AutoCount Cloud Accounting Frequent asked features status
No. Description Status 1. Import From Excel Currently available for Import Invoice, Import Customer, Import Supplier, and Import Product 2. Change Code Coming soon 3. Monthly running number format Coming soon 4. Copy document to new document Coming ...